Narrowboat Capital

GLOBAL INVESTMENT ANALYSIS,

FOR 21ST CENTURY AUSTRALIA

Home: Welcome

Charles Miller

Sep 5, 20236 min read

Top observations from Earnings season (#3 of 3)

Charles Miller

Aug 27, 20238 min read

Top observations from Earnings season (#2 of 3)

Charles Miller

Aug 21, 20233 min read

Top observations from Earnings season (#1 of 3)

Charles Miller

Mar 17, 20234 min read

3 x Random observations in Mar'23; $CVW, $BBOX.L & $TAH

Charles Miller

Feb 26, 20234 min read

10x Possible portfolio re-weights

Charles Miller

Jan 11, 20233 min read

5 simplistic themes, which are completely wrong

Charles Miller

Jun 29, 20221 min read

Who wins in a downturn - 1st & 2nd Order thinking

Charles Miller

May 7, 20223 min read

Boring repeatable business models

Charles Miller

Mar 23, 20223 min read

Over-earning, a bigger risk than high multiples

Charles Miller

Jan 12, 20223 min read

Few learnings from an old Guy Spiers' LSE Interview

Charles Miller

Nov 30, 20213 min read

Abraham Wald & why he matters today

Charles Miller

Nov 21, 20213 min read

Resources stocks - where they do/don't make sense

Charles Miller

Nov 8, 20211 min read

M2, Supply chains, Inflation, Aussie leverage & Siteminder

Charles Miller

Oct 13, 20212 min read

Charts on what's happening in private markets

Charles Miller

Oct 5, 20213 min read

Rule of thumb for selecting an online broker

Charles Miller

Sep 23, 20212 min read

Mississippi bubble & DaVita – Something different to think about

Charles Miller

Sep 21, 20212 min read

Moats - a change from just talking about Evergrande

Charles Miller

Sep 15, 20212 min read

Overnight success stories which take decades

Charles Miller

Sep 10, 20211 min read

It's Friday... show me cool graphs

Charles Miller

Sep 7, 20212 min read

3 bullish facts & 3 bearish facts

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Contact

Home: Contact

Narrowboat Capital

Top observations from Earnings season (#3 of 3)

Top observations from Earnings season (#2 of 3)

Top observations from Earnings season (#1 of 3)

3 x Random observations in Mar'23; $CVW, $BBOX.L & $TAH

10x Possible portfolio re-weights

5 simplistic themes, which are completely wrong

Who wins in a downturn - 1st & 2nd Order thinking

Boring repeatable business models

Over-earning, a bigger risk than high multiples

Few learnings from an old Guy Spiers' LSE Interview

Abraham Wald & why he matters today

Resources stocks - where they do/don't make sense

M2, Supply chains, Inflation, Aussie leverage & Siteminder

Charts on what's happening in private markets

Rule of thumb for selecting an online broker

Mississippi bubble & DaVita – Something different to think about

Moats - a change from just talking about Evergrande

Overnight success stories which take decades

It's Friday... show me cool graphs

3 bullish facts & 3 bearish facts

Contact

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